IFPG
DXYZ

Intrepid Financial Planning Group’s Destiny Tech100 DXYZ Stock Holding History

Intrepid Financial Planning Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,200
Closed -$247K – 128
2024
Q4 		$247K Buy
+4,200
New +$143K 0.1% 106

Other funds holding DXYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Intrepid Financial Planning Group's DXYZ Position: Q1 2025 in Review

Intrepid Financial Planning Group sold out of Destiny Tech100 (DXYZ) in Q1 2025, closing a stake of 4,200 shares — an estimated $247K sold.

Intrepid Financial Planning Group first reported a position in DXYZ in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 48 funds tracked by Wall St. Rank hold DXYZ as of Q1 2025.

  • Intrepid Financial Planning Group reported no remaining Destiny Tech100 position as of Q1 2025 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 4,200 Destiny Tech100 shares in Q1 2025, an estimated $247K.
  • Intrepid Financial Planning Group first reported a position in Destiny Tech100 in Q4 2024 and held it in 1 quarter.
  • Intrepid Financial Planning Group's Destiny Tech100 position peaked at $247K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2025, filed 13 May 2025.